BA
BRT

Bard Associates’s BRT Apartments BRT Stock Holding History

Bard Associates’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.55K Sell
266
-532
-67% -$7.72K ﹤0.01% 249
2025
Q4 		$11.9K Sell
798
-61,972
-99% -$915K ﹤0.01% 207
2025
Q3 		$998K Sell
62,770
-55,469
-47% -$866K 0.26% 90
2025
Q2 		$1.88M Sell
118,239
-725
-0.6% -$11.4K 0.6% 60
2025
Q1 		$2.05M Sell
118,964
-188
-0.2% -$3.32K 0.77% 46
2024
Q4 		$2.18M Sell
119,152
-500
-0.4% -$9.08K 0.74% 48
2024
Q3 		$2.13M Sell
119,652
-1,300
-1% -$23.6K 0.73% 51
2024
Q2 		$2.14M Sell
120,952
-500
-0.4% -$8.75K 0.82% 44
2024
Q1 		$2.07M Sell
121,452
-275
-0.2% -$4.62K 0.74% 52
2023
Q4 		$2.29M Sell
121,727
-755
-0.6% -$13.4K 0.87% 44
2023
Q3 		$2.12M Buy
122,482
+395
+0.3% +$7.47K 0.88% 42
2023
Q2 		$2.45M Buy
+122,087
New +$2.26M 0.95% 40

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Bard Associates's BRT Position: Q1 2026 in Review

Bard Associates reduced its BRT Apartments (BRT) stake by 67% in Q1 2026, selling an estimated $7.72K and leaving 266 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Bard Associates first reported a position in BRT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.45M in Q2 2023. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Bard Associates held 266 shares of BRT Apartments worth $3.55K as of Q1 2026.
  • Bard Associates sold 532 BRT Apartments shares in Q1 2026, an estimated $7.72K.
  • BRT Apartments made up ﹤0.01% of Bard Associates's portfolio in Q1 2026, its #249 holding.
  • Bard Associates first reported a position in BRT Apartments in Q2 2023 and has held it in 12 quarters since.
  • Bard Associates's BRT Apartments position peaked at $2.45M in Q2 2023.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.